A leading executive advisory firm that helps business leaders leverage analytics to scale and transform their organizations had an outdated technology solution. Performance problems led to inefficiencies and poor mobile experiences for customers.

The firm engaged NTT DATA to rebuild its legacy application platform. The project team began by developing a product roadmap, and NTT DATA continued to support the product via software engineering and support teams.

Business Needs

The advisory firm’s business plan called for a digital platform that enables the company’s vision to deliver “a first-class digital experience that supports our first-class advisory services.” This client portal leverages millions of survey records and personality trait data to help organizations hire, retain and build high-performance teams.

Unfortunately, the firm’s existing legacy technology solution wasn’t viable. The functionality no longer supported business offerings, was difficult to scale/support and had performance issues. Additionally, the internal IT team wasn’t equipped to re-platform and rebuild the company’s product.

Outcomes

71% increase in customer usage in the past 12 months
50% increase in survey volume in the past 12 months
  • Quicker time from prospect to executed signature
  • Improved back-office capabilities and major efficiency gains
  • Enhanced mobile experience for customers and advisors

Solution

NTT DATA co-created the advisory firm’s product strategy and roadmap with the business product owner and continues to maintain it via dedicated product management, software engineering and support teams.

The firm’s new, modern client portal increased customer usage by 71% in the last 12 months. A first-class survey experience increased survey participation volume by 50% in the past 12 months.

The product development roadmap also included an e-signature feature that accelerates the time from prospect to executed signature. It increased prospect volume by 67% in the past 12 months.

Other benefits from the successful project include improved back-office capabilities and major efficiency gains, as well as an enhanced mobile experience for customers and advisors.

About the case study

A leading executive advisory firm rebuilds its legacy application platform from the ground up to deliver a first-class digital experience.

Industry

Technology

Headquarters

United States

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